Australian Loan Processor
2 weeks ago
The Loan Processor is accountable for the loan lodgment and loan tracking processes. The role must ensure the timely and accurate processing of loan applications with high levels of client satisfaction within defined service levels and process steps. It will provide support to a client's Australian staff and undertake other tasks as required.
Key Accountabilities:
- Understanding the core business activities
o Understand different types of loans
o Understand the loan broking process
o Understand requirements of lenders & their checklists
o Understand property valuations
- Business processes pertaining to Loan Lodgement
o Understand structure of a loan application
o Conduct serviceability/affordability calculation for various lenders
o Complete and lodged new customer application to lender for residential loans
o Use efficiently all systems used to process loans and manage customers
- Business processes from Unconditional Approval – Settlement
o Follow up with lenders at each stage to ensure the loan is moving smoothly
o Follow up with property valuers to ensure the loan is moving smoothly
o Liaison with external stakeholders - banks, solicitors, & real estate agents, to ensure smooth settlement
Processes/Duties:
- Lodgment, prepare files, and follow up on missing information
o Preparing customer packs for meetings & sending Welcome packs
o Creating new customer/loan records via CRM
o Ensuring fact find, supporting docs, authorities and risk profile are completed properly and signed
o Manage physical supporting documents & collate missing information
o Data enter application data in CRM & ApplyOnline
o Preparation of various documents such SOA, PCAR, Credit Proposal and Forms in compliance with Lender's regulation
o Ordering of upfront valuation and property reports
o Ensure notes are made in CRM
o Following up on all aspects of the process ensuring smooth closings. This includes working on checklists, and all remaining CRM Queue items tasks which includes phone calls to banks, solicitors etc.
• Unconditional Approval – Settlement process
o Complete entire process from Unconditional Approval to Settlement
o Liaison with external stakeholders; banks, solicitors, real estate agent to ensure smooth settlement
o Organising required documentation from various parties to ensure settlement
o Organising appropriate offset accounts with the various branches/personal bankers
o Providing correct account access to customers
o Organising conference calls/phone meetings to handover customer queries to the appropriate area/post settlement
o Notifying customers of the settlement confirmation
• Customer & Lender communication
o Follow up with the customer for all necessary documentation
o Send loan pack by email to lender after lodgment
o Follow up with lenders to ensure all loan pack info is received by the lender
o Follow up with lenders at each stage to ensure the loan is moving smoothly
o Liaison with loan writer to ensure the loan progresses as the original submission
• Post-settlement customer service
o Top up loans/variations/increases
o Loan switch process/changing loan types, etc.
o Resolving banking issues by liaising between the bank & customer
o Assist with various services the business may offer to a customer during the variation processes
• General administration
o Maintain various network folders
o Create Word, Excel docs as required
Minimum Requirements:
Must have excellent English verbal, written and comprehension
Strong communication skills especially via telephone and email
Strong math skills
Must be capable of using own initiative to find solutions to problems
Must be able to multi-task and have excellent time management skills with a focus on meeting deadlines
Must be able to comprehend instructions from managers and carry out tasks un-supervised
Bachelor Degree in Business Administration, Accounting or Finance.
Must have customer-oriented attitude.
Very good Internet Browser, Excel and Outlook skills
Very good typing skills - Minimum 65 words per minute within 6 months of appointment.
Must have more than 3 years relevant finance industry experience and 6-months or more working for a US/UK/Australian finance company
Good understanding of mortgage process
Job Type: Full-time
Pay: Php30, Php60,000.00 per month
Work Location: In person
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